Finance News.

Conflict Minerals to Become Global in Scope?

The European Union’s proposed conflict-minerals legislation is likely to cast a much wider net than the Dodd-Frank Act in the U.S., experts say. Not only may the EU requirement add elements to the list—such as cobalt—but it may encompass any country or region that is perceived to be violating human rights. “The European conflict minerals…

distributors

Chip Mergers: For Arrow, So Far, So Good

So far, Intel Corp.’s acquisition of Altera Corp. has not affected either supplier’s relationship with global distributor Arrow Electronics Inc. Although neither company was mentioned by name, Arrow CEO Mike Long told analysts on a quarterly conference call this week that consolidation in the semiconductor market — which also includes NXP/Freescale and Avago/Broadcom — has…

Why is Distribution Outperforming Suppliers?

This past financial quarter has driven home the adage that business concentration among a few large customers has its downside.  For example, although Apple Inc. sold almost 48 billion iPhones in Q2, many of its suppliers – according to CNN and others – were “getting crushed:” Just look at Cirrus Logic (CRUS), which makes micro chips…

Semiconductor Consolidation Drives 1H15 M&A

In high-tech “disruptive” is a good thing. Disruption was the driving force behind the majority of the high-technology mergers and acquisitions in the first half of 2015, with acceleration in deal-making during Q2. Corporate technology buyers pushed 2Q15 deals to a record $127.2 billon, which is higher than any quarter since 2000 and up 65…

Managing Innovation and Innovating Management in Electronics

Managing innovation is not necessarily about product or component innovation – it is importantly also about knowing how to extend strategic models into new markets, whether geographic and/or business. Just as the semiconductor and electronics supply chain continues to diversify and penetrate more deeply into once niche markets (e.g., automotive, health and fitness, industrial automation,…

SEMI Applauds Trade Progress

SEMI has praised a plan to expand the Information Technology Agreement (ITA) and begin negotiations to finalize the deal.  Following a multiyear effort on behalf of global information and communication technology industries, a meaningful agreement now appears within reach, the organization said. SEMI (www.semi.org) worked with a host of industry and government officials in an…

ROHM Bets on Digital Power with Powervation Acquisition

ROHM Co., Ltd., a global analog power IC manufacturer, has acquired Powervation Ltd., a privately-held digital power IC manufacturer for approximately $70 million, in an all-cash transaction.  The acquisition is expected to significantly expand ROHM’s market position in the digital power solutions market as analog technologies continue to be displaced by digital power. ROHM is…

Striking a Bimodal Balance in the Supply Chain

Balancing growth, innovation, and efficiencies to move into increasingly competitive markets comprises a directive that extends across executive responsibilities and into supply chain relationships. This balance is part and parcel of a set of strategic challenges not only for the semiconductor and electronics supply chain, but also across many industries. In the electronics industry, where…

Boon or Bust: What will TPP Deliver to U.S. High-Tech?

As the electronics industry seeks to shape the contours of its global supply chain for the next quarter century and beyond, several key organizations representing high tech companies say the Trans-Pacific Partnership (TPP) trade agreement will provide fertile ground for new market growth while, at the same time, offering a counterbalance to China’s growing influence…